Brian Wood
Mt. Pleasant,SC
Summary
Financial Sales Representative at South Carolina Federal Credit Union working directly with clients on banking products and account solutions. Currently completing a Bachelor’s degree in Accounting while working full-time. Experience supporting clients with deposit accounts, lending products, and day-to-day banking needs. Interested in developing a career in banking with a focus on client relationships, financial analysis, and advisory services. Seeking an opportunity to continue building experience within a full-service financial institution and contribute to long-term client growth and financial strategy.
Overview
6
6
years of professional experience
2
2
years of post-secondary education
Work History
Financial Sales Representative II
South Carolina Federal Credit Union
James Island, SC
01.2026 - Current
- Deliver consultative financial solutions across deposit, credit, and lending products
- Conduct needs-based client conversations to identify cross-sell and referral opportunities, including wealth management introductions
- Support branch growth objectives through consistent sales performance and relationship retention
Account Executive
WK Solutions
Charleston, SC
01.2023 - 12.2025
- Ranked among top-performing representatives in a competitive acquisition-based sales environment
- Coordinated with cross-functional teams to deliver tailored solutions for clients.
- Conducted market research to identify new business opportunities and trends.
Manager
Five Loaves Cafe
Charleston, SC
03.2022 - 12.2022
- Supervised daily operations and staff performance.
- Coordinated training sessions for new employees on procedures.
- Managed inventory levels and placed orders with suppliers as needed.
Outside Sales Representative
Sound Solutions Inc
New York, NY
07.2020 - 02.2022
- Recognized as a top-producing sales representative within territory
- Strengthened negotiation, communication, and client trust-building skills
- Surpassed sales goals through relationship-based selling and long-term client retention
Education
Bachelor of Science - Accounting
Western Governors University
Salt Lake City, UT 01.2024 - 03.2026
Skills
- Relationship-Based Selling
- Client Retention & Referrals
- Consultative Sales Strategy
- Performance-Driven Production
Timeline
Financial Sales Representative II
South Carolina Federal Credit Union
01.2026 - Current
Bachelor of Science - Accounting
Western Governors University
01.2024 - 03.2026
Account Executive
WK Solutions
01.2023 - 12.2025
Manager
Five Loaves Cafe
03.2022 - 12.2022
Outside Sales Representative
Sound Solutions Inc
07.2020 - 02.2022